+69.5%
VXUS vs BAM
+86.2%
-16.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | -1.8% | +9.7% | -11.5% | -4.4% |
| 30D | -4.6% | +19.0% | -23.6% | -9.3% |
| 3M | -6.1% | +0.6% | -6.6% | -6.5% |
| 6M | -4.9% | +11.1% | -16.0% | -8.3% |
| YTD | +8.1% | +4.2% | +3.9% | +5.6% |
| 1Y | +12.1% | +3.3% | +8.8% | +9.7% |
| 3Y | +63.9% | +88.8% | -24.9% | +31.3% |
| All | +69.5% | +86.2% | -16.7% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling